Technical Manager - Secondsight

Purpose of the job:

Providing technical expertise to the Secondsight business offering appropriate guidance on all areas of employer provided benefits. Supporting the delivery of the functions of the wider Secondsight Technical Team.

Job summary:

• Working in the Secondsight Technical team you will be a key resource in the management of our Corporate Identity Verification, Financial Promotions and Client Engagement processes. You will also provide technical expertise and conduct research, supporting our client facing teams to deliver their Service Excellence objectives.

Main Responsibilities:

• Provide advice, guidance and technical help to Secondsight Partners, Advisers, staff and clients.
• Maintain appropriate data, records and files.
• Support the completion file reviews and audits on non-regulated business by the Compliance Team in line with the requirements of the T&C scheme.
• Maintain knowledge of Foster Denovo’s compliance manual, T&C scheme, operational procedures and related internal bulletins pertaining to any business that may be undertaken by an EB Partner/Adviser.
• Maintain knowledge of the products recommended and services offered by Secondsight.
• Assist the Head of Regulatory Risk to investigate complaints against Secondsight and identified Errors & Omissions in accordance with the regulator’s and the firm’s requirements.
• Support the approval of financial promotions within the limitations of the FD FP process and as required by the Head of Partnership Support
• Assist with collating information for internal MI and regulatory returns and notifications.
• Assist and recommend updates, and maintain, internal processes and procedures.
• Assist where required with the implementation of corrective actions as identified and reported by Compliance.
• Manage the CIDV email inbox, completing international SmartSearch reports as required. Approving simple cases within the approval framework permissions.
• Assisting the business with further evidence gathering and then obtaining final approvals from MLRO for complex cases

About us

Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees.

Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with.

When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we’re driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike.

Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice.

Key skills and personal attributes:

• A positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.

• An articulate communicator.

• Confident telephone manner with the ability to build rapport quickly

• Honesty, integrity and ability to maintain confidentiality.

• Hard working and responsive to the need to deliver a high-quality support service.

• Attention to detail and high standards of work.

• Ability to work on own initiative as well as part of a team

What we offer you:

Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients.

Our benefits package includes:

• 25 days holiday (increasing by an additional day per annum up to 30 days)
• Discretionary bonus
• Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
• Life assurance of up to 4 x your salary;
• Income protection of 75% of your basic salary in the event of long term sickness
• Employees can use our financial advisers within the company for any financial advice or knowledge
• Interest free season tickets loans, eye care and childcare vouchers.
• Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)